Oregon Pacific Wealth Management, LLC: MUNI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oregon Pacific Wealth Management, LLC on MUNI, newest first. How the timeline and the estimate are built.
Oregon Pacific Wealth Management, LLC held 0 MUNI shares at 2026-03-31 per its 13F-HR filed 2026-04-23.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -13,186 shares
13F-HR 0002085853-26-000466 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 13,186 sharesChange vs previous 13F +1,589 shares
0.71% of the 13F portfolio, value $691,078.
13F-HR 0002085853-26-000047 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,597 sharesChange vs previous 13F +11,597 shares
0.52% of the 13F portfolio, value $606,291.
13F-HR 0002085853-25-000133 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -5,687 shares
13F-HR 0001667731-25-000537 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 5,687 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $294,189.
13F-HR 0001667731-25-000124 filed by Oregon Pacific Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).